HomeMy WebLinkAbout01-25-10NOTICE_ OF _~.~1}IE~~TANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES APPRAISM~NTr',~`AL`,L(~l~N~ OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DE gFTt<~I~S AN°D '~SESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~'-"•5 ~1r-` ` '~ ` ~ '
HARRISBURG PA 17128-0601
~O~Q JAS 2~ P~ ~~D~®E o1-19-2010
ESTATE OF BENJAMIN GERTRUDE
~ _~ ~~oC DATE OF DEATH 10-31-2008
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~~~~Lh~~<<~v t~r~'~(~~TFILE NUMBER 21 08-1133
ELLIOT A STROKOFF ESQ ~`,~~,}'`'Yr_L~ --~~ ~~ ~: ,, ~pUNTY CUMBERLAND
ACN 101
STROKOFF K COWDEN APPEAL DATE: 03-20-2010
13 2 STATE S T (See reverse side under Objections )
HBG PA 17101 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENJAMIN GERTRUDE FILE N0.:21 08-1133 ACN: 101 DATE: 01-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 202,228.54 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 198,216.09
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 400 , 444 .63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.9 3 0.9 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,8 71.6 0
11. Total Deductions C11) 17,802.55
12. Net Value of Tax Return C12) 382, 642.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 382, 642.08
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) X82.642.08 X 045 = 17,218.90
17. Amount of Line 14 at Sibling rate (17) _n 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00
19. Principal Tax Due C19)= 17,218.90
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-27-2009 CD010828 736.84 14,000.00
07-29-2009 CD011540 .00 2,482.08
TOTAL TAX PAYMENT 17,218.92
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.